Finpoint Llc Dba Planvestor
Finpoint Llc Dba Planvestor (CRD# 170764) is a financial advisory firm headquartered in , . They manage $1,300,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$56,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gustavo Montemayor (CRD# 6311735) is an Investment Advisor Representative working at Finpoint Llc Dba Planvestor in Laredo, TX and has over 3 years of experience in the finance industry.